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Pipeline Report November 2021 • Recent COVID-19 updates • FDA approvals for rare disease therapies • Upcoming gene therapy developments Pipeline Report This quarterly publication is developed by our Clinical Pharmacy Drug Information team to increase your understanding of the drug pipeline, ensuring that you are equipped with insights to prepare for shifts in prescription drug management. February 2021 November 2021 © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 1
Pipeline Report Table of Contents During the past quarter, progress continued on the COVID-19 vaccine front. All three currently population beyond that which is covered November 2021 available vaccines have received Emergency by Kymriah, which is Use Authorization (EUA) from the FDA for use approved for use in as heterologous booster doses in adults after patients who are up 1 COVID-19 completion of a primary vaccination series. The to 25 years of age with Pfizer vaccine was granted an EUA expansion for the same diagnosis. use in children as young as five years of age, from 13 Recent Specialty Drug Approvals a previous authorization of at least 12 years of age. We continue to In contrast, however, the FDA has decided to delay monitor developments its decision on the use of the Moderna vaccine in of pipeline gene therapies, and 2022 promises 17 Recent Non-Specialty Drug Approvals adolescents 12 years of age and older in order to to be a boon for some of these. Signs point to review its myocarditis risk in this population. The a BLA submission for AMT-061 (etranacogene decision will likely be delayed until at least January dezaparvovec) for the treatment of hemophilia B 2022. Distribution of bamlanivimab + etesevimab in or around the first quarter of 2022. In addition, a 18 Upcoming Specialty Products resumed following data which showed that the BLA resubmission for Roctavian (valoctocogene combination is active against the Delta variant, roxaparvovec) for hemophilia A is expected in the and shortly thereafter it received an EUA for use as second quarter, with potential FDA approval of 32 Upcoming Non-Specialty Products post-exposure prophylaxis. An FDA authorization of both before the end of 2022. As for ciltacabtagene molnupiravir would be a significant addition to the autoleucel for relapsed or refractory multiple COVID therapeutics armamentarium, as it would be myeloma, an FDA decision date has been pushed 34 Biosimilars the first oral antiviral therapy aimed at treatment out until February 2022 to allow for review of of adults with mild to moderate COVID-19 who are additional data submitted by the manufacturer. at high risk for progression to severe disease. The An eventual FDA approval will add an anti-BCMA 37 Generic Specialty Agents EUA request has been submitted to the FDA with a CAR-T therapy option other than Abecma in this decision expected as early as December. Even more therapeutic space. cause for optimism is that Paxlovid is following close behind, another oral antiviral therapy that Our pipeline report is just one of many ways we are 38 Generic Non-Specialty Agents appears highly effective at reducing severe COVID committed to providing helpful tools and resources 19-related disease and death. to our clients and partners. We look forward to sharing more updates with you in the months 39 Glossary In non-COVID-19 news, one notable FDA approval ahead. this past quarter is Rethymic (allogeneic processed thymus tissue–agdc), the first regenerative tissue-based therapy for immune reconstitution in pediatric patients with congenital athymia. This disease state had previously only Ross Hoffman, MD been treatable with supportive care and typically resulted in death by age two or three. Another To provide comments, feedback or requests notable approval is a new indication for existing for report enhancements, please email CAR T-cell therapy Tecartus (brexucabtagene us at Communications@EnvolveHealth.com. autoleucel) in the treatment of adults with relapsed or refractory acute lymphoblastic leukemia (ALL). This new indication extends the treatable ALL © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 2
COVID-19 Pipeline Report November 2021 FDA-APPROVED AGENTS FDA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 10/22/2020 - FDA-approved for the treatment of adults and pediatric patients ≥ 12 years of age and weighing ≥ 40 kg requiring hospitalization for COVID-19 $520 for a 100 mg EUA: single dose vial Veklury 5/1/2020 • 5/1/2020 - Veklury is available through an FDA Emergency Use Authorization $3,120 for a 5-day remdesivir Gilead FDA Treatment - antiviral (EUA) for the treatment of COVID-19 in hospitalized pediatric patients weighing course intravenous infusion Approval: 3.5 kg to < 40 kg or < 12 years of age and weighing ≥ 3.5 kg $5,720 for a 10-day 10/22/2020 • Veklury should only be administered in a hospital or healthcare setting course capable of providing acute care comparable to inpatient hospital care *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 1
COVID-19 Pipeline Report November 2021 AGENTS GRANTED FDA EMERGENCY USE AUTHORIZATION (EUA) EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 11/19/2021: FDA amended the EUA to authorize use of a single booster dose for all individuals 18 years of age and older after completion of primary vaccination with any FDA-authorized or approved COVID-19 vaccine • 10/29/21: FDA expanded the EUA to include use for prevention of COVID-19 in individuals 5-11 years of age • 10/20/2021: A single booster dose may be administered as a heterologous Original EUA: booster dose following completion of primary vaccination with another 12/11/2020 authorized COVID-19 vaccine Expanded • The eligible population(s) and dosing interval for the heterologous booster EUA: dose are the same as those authorized for a booster dose of the vaccine 5/10/2021, used for primary vaccination Comirnaty 8/12/2021, • 9/22/21: FDA expanded the EUA to include booster shots in individuals — 65 Pfizer COVID-19 vaccine Pfizer 9/22/2021, Vaccine years of age and older, 18–64 years of age at high risk of severe COVID-19, and $19.50 per dose* intramuscular injection 10/20/2021, 18–64 years of age with frequent institutional or occupational exposure to 10/29/2021, SARS-CoV-2 11/19/2021 • 8/23/2021: FDA granted full FDA approval for the 2-dose regimen for active immunization to prevent COVID-19 caused by SARS-CoV-2 in individuals 16 Full FDA years of age and older (use in people 12-15 years of age, and use of a third dose approval: for immunocompromised people, are still authorized under the previous EUA) 8/23/2021 • 8/12/2021: FDA expanded the existing EUA to include a third dose in certain immunocompromised people • 5/10/2021: FDA expanded the existing EUA to include adolescents 12-15 years of age, amending the EUA originally issued on 12/11/2020 for administration in individuals 16 years of age and older • No cost to patients *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 2
COVID-19 Pipeline Report November 2021 EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 11/19/2021: FDA amended the EUA to authorize use of a single booster dose for all individuals 18 years of age and older after completion of primary vaccination with any FDA-authorized or approved COVID-19 vaccine • 10/20/2021: EUA expansion for booster dose as follows: • A single Moderna COVID-19 Vaccine booster dose (0.25 mL) may be administered IM at least six months after completing a primary series of the Moderna COVID-19 Vaccine to individuals — 65 years of age and older, 18-64 years of age at high risk of severe COVID-19, and 18-64 years of age with frequent institutional or occupational exposure to SARS-CoV-2 • A single booster dose of the Moderna COVID-19 Vaccine (0.25 mL) may be administered as a heterologous booster dose following completion 12/18/2020 of primary vaccination with another authorized or approved COVID-19 vaccine Moderna COVID-19 Expanded • The eligible population(s) and dosing interval for the heterologous booster Vaccine EUA: dose are the same as those authorized for a booster dose of the vaccine Moderna Vaccine $15-37 per dose* mRNA 1273 8/12/2021, used for primary vaccination intramuscular injection 8/30/2021, • 10/15/2021: FDA is delaying its decision on the use of the Moderna 10/20/2021, COVID-19 vaccine in adolesents 12-17 years of age, in order to assess the 11/19/2021 potential risk of myocarditis in this population • 8/30/2021: Warning added re: postmarketing data demonstrating increased risks of myocarditis and pericarditis (observed risk is higher among males under 40 years of age), particularly within seven days following the second dose • 8/12/2021: FDA expanded the existing EUA to include a third dose in certain immunocompromised people • 6/1/2021: Moderna initiated rolling submission of BLA for full FDA licensure in individuals 18 years of age and older • 6/10/2021: Moderna filed for EUA expansion in adolescents ages 12-17; mRNA vaccine that expresses SARS-CoV2 spike protein • No cost to patients *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 3
COVID-19 Pipeline Report November 2021 EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 10/20/2021: Janssen vaccine received expanded EUA for use as a booster dose: • A single Janssen COVID-19 Vaccine booster dose (0.5 mL) may be administered at least 2 months after primary vaccination with the Janssen COVID-19 Vaccine, to individuals 18 years of age and older • A single booster dose of the Janssen COVID-19 Vaccine (0.5 mL) may be administered as a heterologous booster dose following completion of primary vaccination with another authorized or approved COVID-19 vaccine; the eligible population(s) and dosing interval for the Original: heterologous booster dose are the same as those authorized for a 2/27/2021 booster dose of the vaccine used for primary vaccination Ad26.COV2-S Updated: J&J; Janssen Vaccine • 7/12/2021: Warning added to the EUA that adverse event reporting $10 per dose* intramuscular injection 4/23/2021, 7/12/2021, suggests an increased risk of Guillain-Barré syndrome during the 42 days 10/20/2021 following vaccination • 4/23/2021: EUA Fact Sheet for Recipients and Caregivers has been updated to include information about the remote risk of blood clots • Most people who developed these blood clots and low levels of platelets were females ages 18 - 49 years of age; symptoms began approximately one-twoweeks following vaccination • Non-replicating adenovirus 26-vector dsDNA expressing SARS-CoV-2 spike protein • No cost to patients *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 4
COVID-19 Pipeline Report November 2021 EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 11/8/2021: Data from an ongoing Phase 3 trial of REGEN-COV reported a reduction in the risk of contracting COVID-19 by 81.6% when given within 2–8 months after exposure • 9/23/2021: The NIH updated its COVID-19 Treatment Guidelines to recommend use of any one of the three authorized anti-SARS-CoV-2 mAbs to treat nonhospitalized patients with mild to moderate COVID-19 who are at high risk of clinical progression (REGEN-COV, sotrovimab, or bamlanivimab/etesevimab) • 7/30/2021: EUA was revised to authorize emergency use as post-exposure prophylaxis for COVID-19 in adults and pediatric individuals (≥ 12 years of age and weighing ≥ 40 kg) who are at high risk for progression to severe COVID-19, including hospitalization or death Original: $1,500 single dose • REGEN-COV is not authorized for pre-exposure prophylaxis to prevent REGEN-COV 11/21/2020 infusion Treatment - COVID-19 before being exposed to the SARS-CoV-2 virus —only after casirivimab + imdevimab Regeneron Updated: $450 monoclonal antibody exposure to the virus intravenous infusion 6/3/2021, administration 7/30/2021 • 6/3/2021: Updates made to the EUA label include a change in the cost authorized dosage (from 1200 mg of casirivimab and 1200 mg of imdevimab to 600 mg of casirivimab and 600 mg of imdevimab), the addition of a subcutaneous route of administration as an alternative to the intravenous route, and the addition of a new REGEN-COV co-formulated product in a single vial • EUA is for casirivimab and imdevimab to be administered together for the treatment of mild to moderate COVID-19 in adults and pediatric patients (≥ 12 years of age and weighing ≥ 40 kg) with positive results of direct SARS-CoV-2 viral testing, and who are at high risk for progressing to severe COVID-19 and/or hospitalization • No cost to patients, although healthcare facilities may charge fees related to administration *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 5
COVID-19 Pipeline Report November 2021 EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 9/16/2021 - The FDA revised the EUA to include emergency use as post- exposure prophylaxis for COVID-19 in adults and pediatric patients (≥ 12 years of age and weighing ≥ 40 kg) who are at high risk for progression to severe COVID-19, including hospitalization or death; in this revision of the EUA, bamlanivimab and etesevimab, administered together, are authorized for use after exposure to the virus and are not authorized for pre-exposure prophylaxis to prevent COVID-19 before being exposed to the SARS-CoV-2 virus • 9/23/2021: The NIH updated its COVID-19 Treatment Guidelines to recommend use of any one of the three authorized anti-SARS-CoV-2 Original: mAbs to treat nonhospitalized patients with mild to moderate COVID-19 LY-CoV555 + LY- who are at high risk of clinical progression (REGEN-COV, sotrovimab, or 2/9/2021 CoV016 bamlanivimab/etesevimab) Treatment - bamlanivimab + Eli Lilly N/A Revised: monoclonal antibody • 9/2/2021: Distribution of Eli Lilly’s bamlanivimab/etesevimab combination etesevimab 6/25/2021, resumed in the United States following a pause due to prevalence of intravenous infusion 9/16/2021 the Beta and Gamma variants; data show that the combination may be ineffective against these 2 variants but retains activity against the Delta variant, which is the dominant sustained variant in the United States • EUA issued for the emergency use of bamlanivimab and etesevimab administered together for the treatment of mild to moderate coronavirus disease 2019 (COVID-19) in adults and pediatric patients ( ≥ 12 years of age and weighing ≥ 40 kg) with positive results of direct SARS-CoV2 viral testing, and who are at high risk for progressing to severe COVID-19 and/or hospitalization • Outpatient only - no cost to patients, although healthcare facilities may charge fees related to administration CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 6
COVID-19 Pipeline Report November 2021 EUA Drug Name Manufacturer(s) Approval Therapeutic Class Comments Cost (WAC) Date • 9/23/2021: The NIH updated its COVID-19 Treatment Guidelines to recommend use of any one of the three authorized anti-SARS-CoV-2 mAbs to treat nonhospitalized patients with mild to moderate COVID-19 who are at high risk of clinical progression (REGEN-COV, sotrovimab, or bamlanivimab/etesevimab) sotrovimab GlaxoSmithKline; EUA: Treatment - $2,100 single dose • FDA granted an EUA for the treatment of mild-to-moderate COVID-19 in intravenous infusion Vir 5/26/2021 monoclonal antibody infusion adults and pediatric patients (≥ 12 years of age and weighing ≥ 40 kg) with positive results of direct SARS-CoV-2 viral testing, and who are at high risk for progression to severe COVID-19, including hospitalization or death • Sotrovimab is not authorized for use in patients who are hospitalized due to COVID-19 • 4/16/2021 - FDA revoked the EUA for bamlanivimab when administered alone $1,250 single dose Original: LY-CoV555 infusion 11/9/2020 Treatment - • EUA was for the treatment of mild to moderate COVID-19 in adults and bamlanivimab Eli Lilly $450 Revoked: monoclonal antibody pediatric patients with positive results of direct SARS-CoV-2 viral testing intravenous infusion administration 4/16/2021 who are ≥ 12 years of age and weighing ≥ 40 kg, and who are at high risk for cost progressing to severe COVID-19 and/or hospitalization • 10/5/2021: JAMA study found that convalescent plasma treatment is futile to treat critically ill COVID-19 patients • The study found that the treatment resulted in a low likelihood of Original: U.S. Dept of providing improvement for severe COVID-19 patients who participated Convalescent plasma 8/23/2020 Treatment - blood Unknown at this Health and in the trial, but the research did not conclude why it was ineffective intravenous infusion Revised: product time Human Services • Current EUA is for the use of high titer convalescent plasma for the 2/4/2021 treatment of hospitalized patients early in the disease course and to those hospitalized patients who have impaired humoral immunity and cannot produce an adequate antibody response CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 7
COVID-19 Pipeline Report November 2021 Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 7/28/2021: EUA authorizes baricitinib as monotherapy for the treatment of COVID-19 in hospitalized patients two years of age or older requiring supplemental oxygen, non-invasive or invasive mechanical ventilation, or extracorporeal membrane oxygenation (ECMO) Original: • Under the revised EUA, baricitinib is no longer required to be $2,553 for 14-day Olumiant administered with remdesivir (Veklury) 11/19/2020 course baricitinib Eli Lilly Treatment - ARDS Revised: • 11/19/2020: EUA for use in combination with Gilead’s Veklury (remdesivir) $91.17 per 2 mg oral tablet 7/28/2021 for treating hospitalized patients with COVID-19 infection in patients tablet aged two years of age or older, with suspected or laboratory confirmed COVID-19 requiring supplemental oxygen, invasive mechanical ventilation, or extracorporeal membrane oxygenation • 4 mg once daily for 14 days or until hospital discharge • EUA for the treatment of COVID-19 in hospitalized patients two years of age and older who are receiving systemic corticosteroids and require Actemra supplemental oxygen, non-invasive or invasive mechanical ventilation, or $3,228 for a single Treatment - IL-6 tocilizumab Roche; Genentech 6/24/2021 extracorporeal membrane oxygenation (ECMO) infusion for a 70 kg receptor antagonist intravenous infusion patient • 8-12 mg/kg single IV infusion; one additional infusion may be administered PIPELINE AGENTS Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 9/30/2021: Vaxzevria found to have 74% efficacy in preventing symptomatic disease in the US, according to a report published in the New Vaxzevria England Journal of Medicine Currently Projected $3-$4 AZD 1222 AstraZeneca Vaccine unknown • Non-replicating chimpanzee adenovirus-vector dsDNA expressing SARS- per dose* intramuscular injection CoV-2 spike protein • No cost to patients *Initially, the federal government will supply the vaccine at no cost. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 8
COVID-19 Pipeline Report November 2021 Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 6/2021: NVX-CoV2373 was found to be 100% effective at protecting against moderate and severe disease, according to findings from the Phase 3 NVX-CoV2373 PREVENT-19 trial Projected $10-$16 Novavax 2H 2021 Vaccine intramuscular injection per dose* • SARS-CoV-2 spike glycoprotein nanoparticle + adjuvant vaccine • No cost to patients • 11/5/2021: EUA request was submitted to the FDA for prevention of COVID-19 in children 2-18 years of age based on results of an immuno- bridging trial in pediatric patients which showed comparable neutralizing Covaxin antibody response as in a large adult Phase 3 trial, the latter of which reported 93.4% efficacy against severe COVID-19 disease, 77.8% overall No projected BBV152 Ocugen 2H 2022 Vaccine intramuscular injection efficacy, 63.6% efficacy against asymptomatic disease, and 65.2% efficacy pricing yet against the Delta variant in nearly 25,800 adults • Whole-virion, inactivated vaccine • No cost to patients • 9/9/2021: The FDA declined to approve the EUA for lenzilumab stating it was unable to conclude that the known and potential benefits of lenzilumab outweigh the known and potential risks of its use as a treatment for COVID-19 • Humanigen expects an ongoing study to provide additional safety and lenzilumab efficacy data to support its new EUA request No projected Humanigen, Inc. 2022 Monoclonal antibody intravenous infusion • 5/28/2021: EUA request submitted to the FDA, Lenzilumab achieved its pricing yet primary endpoint with a 54% relative improvement in the likelihood of survival without ventilation compared to placebo • Lenzilumab is a proprietary first-in-class monoclonal antibody that neutralizes GM-CSF, a cytokine of importance in the hyperinflammatory cascade associated with COVID-19 and other indications CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 9
COVID-19 Pipeline Report November 2021 Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 10/14/2021: AstraZeneca submitted an EUA request to the FDA for prophylaxis of symptomatic COVID-19. Top-line data from the Phase III PROVENT trial showed that the treatment cut the risk of developing symptomatic COVID-19 by a significant 77% compared to placebo AZD7442 • The FDA submission also included results from the Phase III STORM tixagevimab and No projected AstraZeneca 2H 2021 Monoclonal antibody CHASER study involving participants recently exposed to the SARS- cilgavimab pricing yet CoV-2 virus, although that trial had failed to meet its primary endpoint of intravenous infusion preventing COVID-19 in these patients • The monoclonal antibodies tixagevimab and cilgavimab bind to distinct sites on the SARS-CoV-2 spike protein; they have been optimised with half-life extension and reduced Fc receptor and complement C1q binding • 10/14/2021: Merck filed for EUA. FDA advisory committee to meet 11/30/2021 to discuss safety & effectiveness of molnupiravir for the treatment of mild-to-moderate COVID-19 in adults who have tested positive and are at high risk for progression to severe illness. • The FDA is not expected to issue a decision until December 2021 at the earliest. Recent results from the Phase III MOVe-OUT trial showed that Lagevrio molnupiravir halved the risk of hospitalisation or death versus placebo Merck; Ridgeback No projected molnupiravir 4Q 2021 Antiviral in at risk, non-hospitalised adults with mild-to-moderate COVID-19. Therapeutics pricing yet oral therapy Molnupiravir would become the first oral antiviral medication for COVID-19, if cleared by the FDA • Phase 2 - results showed that the percentage of outpatients who received treatment were hospitalized and/or died less frequently vs. the placebo- treated group • Dose: oral twice daily for five days CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 10
COVID-19 Pipeline Report November 2021 Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 11/12/2021: In the Phase 3 PRESECO trial, favipiravir as a potential therapy for patients with mild-to-moderate COVID-19 did not achieve statistical favipiravir significance on the primary endpoint of time to sustained clinical recovery. Overseas priced at Fujifilm; Others 2022 Antiviral Additional analyses of the trial data are ongoing oral tablet $1 per tablet • Dose: Loading dose twice daily on Day 1, then twice daily on Days 2-7 • Interim results from the Phase 2/3 EPIC-HR trial demonstrated significantly reduced hospitalization and death in non-hospitalized adult patients with COVID-19 who are at high risk of progressing to severe illness. The interim analysis showed an 89% reduction in risk of COVID- 19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset; 0.8% of patients who received Paxlovid were hospitalized through Day 28 following randomization (no deaths), compared to 7.0% of patients who received placebo and were hospitalized or died (p
COVID-19 Pipeline Report November 2021 Anticipated Date of Drug Name Manufacturer(s) Therapeutic Class Comments Cost (WAC) EUA or FDA Approval • 11/5/2021: FDA declined to issue an EUA, citing insufficient data to establish a positive benefit-risk profile. NRx plans to supply the FDA with data regarding at least 150 additional patients already treated in the ACTIV-3b trial. • 10/14/2021: NRx Pharma reported a 60-day survival rate of 81% of critical COVID-19 patients suffering from respiratory failure who were treated with Zyesami the drug Zyesami, compared to a survival rate of 21% among those who No projected NRx Synthetic vasoactive aviptadil 2H 2021 received standard care pricing yet; Pharmaceuticals intestinal peptide intravenous infusion available overseas • 7/2021: NRx presented data from a randomized phase 2b/3 trial shows patients treated with Zyesami are less likely to experience IL-6 cytokine rise, and have improved survival and recovery from respiratory failure, compared to patients receiving placebo. Data have been submitted to FDA for EUA support • 6/2021: EUA request resubmitted to the FDA after inital denial © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 12
Recent Specialty Drug Approvals Pipeline Report November 2021 Available at: AcariaHealth PANTHERx Rare Other FDA Drug Name Manufacturer(s) Indication(s) Approval Comments Cost (WAC) Date ENDOCRINOLOGY • FDA-approved for the treatment of late-onset Pompe disease — it is the second enzyme replacement therapy to be FDA-approved for Pompe Nexviazyme disease, after Lumizyme avalglucosidase Genzyme; Sanofi Pompe disease 8/6/2021 • Prescribing Information includes black box warnings regarding severe $600,000/year alfa-ngpt hypersensitivity reactions, infusion-associated reactions, and risk of intravenous infusion acute cardiorespiratory failure in susceptible patients • Projected impact: cost replacement of existing therapies • Approved for the treatment of patients one year of age and older Livmarli Cholestatic pruritus in • There are currently ~2,000-2,500 children with ALGS in the U.S. who maralixibat Mirum Pharmaceuticals patients with Alagille 9/29/2021 $391,000/year would be eligible for treatment with maralixibat oral solution syndrome (ALGS) • Projected impact: cost increase • Once-daily injection approved for use in children 5 years of age and older whose growth plates are still open Voxzogo vosoritide • There are no FDA-approved agents for achondroplasia BioMarin Achondroplasia 11/19/21 $328,000/year subcutaneous • Injectable growth hormone products have been used off-label in a injection limited number of cases • Projected impact: cost increase HEMATOLOGY • Existing therapies for ANCA-associated vasculitis typically include broad immunosuppression with daily doses of glucocorticoids such as Anti-neutrophil prednisone or methylprednisone, followed by maintenance therapy with Tavneos cytoplasmic antibody a cyclophosphamide- or rituximab-based regimen avacopan ChemoCentryx 10/7/2021 $176,000/year (ANCA)-associated • Intended for use as an adjunct to existing therapies oral capsule vasculitis (AAV) • Estimated U.S. prevalence: 55,000 people; ~15% have relapsed disease • Projected impact: cost increase 1 Accredo, Mirum Access Plus, Amber, Hospital Administration, Pending Launch, Orsini 2 3 4 5 8 CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 13
Recent Specialty Drug Approvals Pipeline Report November 2021 Available at: AcariaHealth PANTHERx Rare Other FDA Drug Name Manufacturer(s) Indication(s) Approval Comments Cost (WAC) Date IMMUNOLOGY • Tissue-based regenerative therapy, intended for use once per lifetime Rethymic • In the absence of treatment, children born with congenital athymia have allogeneic processed no ability to fight infections and typically die within the first 24 months $2,729,500/one- Enzyvant Congenital athymia 10/8/2021 of life thymus tissue–agdc time treatment surgical implant • Currently only available at Duke University Hospital • Estimated prevalence: ~1 in 300,000 infants NEPHROLOGY • Approved for the treatment of moderate-to-severe uremic pruritus in Korsuva Uremic pruritus CKD patients undergoing hemodialysis difelikefalin Cara Therapeutics in chronic kidney 8/23/2021 Pending launch • Administered at the end of each dialysis session intravenous infusion disease (CKD) • Projected impact: cost replacement of existing therapies ONCOLOGY • Approved for the treatment of VHL- associated renal cell carcinoma (RCC), central nervous system hemangioblastomas, or pancreatic neuroendocrine tumors, not requiring immediate surgery • The Welireg Prescribing Information includes a black box warning Welireg Von Hippel Lindau regarding embryo-fetal toxicity belzutifan Merck (VHL)-associated 8/13/2021 $320,000/year • Patients with VHL disease are at risk for benign blood vessel tumors as oral tablet tumors well as several cancers • Estimated prevalence: 1 in 36,000 people (~10,000 cases in the U.S.); as many as 70% of people with VHL disease develop RCC • Projected impact: cost replacement of existing therapies 5 Pending launch, 6Biologics, 7Onco360 CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 14
Recent Specialty Drug Approvals Pipeline Report November 2021 Available at: AcariaHealth PANTHERx Rare Other FDA Drug Name Manufacturer(s) Indication(s) Approval Comments Cost (WAC) Date • Approved for the treatment of adult patients with locally advanced or metastatic NSCLC with EGFR exon 20 insertion mutations, whose Exkivity disease has progressed on or after platinum-based chemotherapy Non-small cell lung mobocertinib Takeda 9/15/2021 • Rybrevant is now FDA-approved for the same indication, with a higher $304,000/year cancer (NSCLC) oral capsule overall response rate and overall tolerability, albeit with an intravenous route of administration • Projected impact: cost replacement of existing therapies • Approved for the treatment of adult patients with recurrent or metastatic cervical cancer with disease progression on or after Tivdak chemotherapy tisotumab vedotin-tftv Genmab/Seagen Cervical cancer 9/20/2021 • Will compete with Keytruda in this indication $400,000/year intravenous infusion • FDA-approved with a black box warning regarding ocular toxicity • Projected impact: cost replacement of existing therapies • New indication for an existing CAR-T cell therapy • Tecartus was previously FDA-approved only for the treatment of mantle Tecartus cell lymphoma. brexucabtagene Acute lymphoblastic • The new indication is for the treatment of adults with relapsed or $399,000/one- Gilead 10/1/2021 autoleucel leukemia (ALL) refractory B-cell precursor ALL time treatment intravenous infusion • Kymriah is similarly FDA-approved for ALL, but only for patients up to 25 years of age • Projected impact: cost increase • Approved for use in adult patients with Philadelphia chromosome- positive CML (Ph+ CML) in chronic phase (CP), previously treated with Scemblix two or more tyrosine kinase inhibitors, and for Ph+ CML in CP with the Chronic myeloid T315I mutation asciminib Novartis 10/29/2021 Pending launch leukemia (CML) oral tablets • Scemblix will compete with Iclusig (ponatinib), which is FDA-approved for the same two indications • Projected impact: cost replacement of existing therapies 4 Hospital Administration CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 15
Recent Specialty Drug Approvals Pipeline Report November 2021 Available at: AcariaHealth PANTHERx Rare Other FDA Drug Name Manufacturer(s) Indication(s) Approval Comments Cost (WAC) Date • FDA-approved for the treatment of adults with PV • Prescribing Information includes a black box warning re: fatal or life- threatening neuropsychiatric, autoimmune, ischemic, and infectious disorders Besremi • Designed for administration once every two weeks, followed by once ropeginterferon PharmaEssentia Polycythemia vera every four weeks during long-term maintenance alfa-2b-njft 11/12/2021 Pending launch Corporation (PV) • PV is a cancer originating from a disease-initiating stem cell in the subcutaneous injection bone marrow, estimated to affect more than 160,000 people in the U.S., who have progressively burdensome symptoms; without proper management, the disease progresses into malignancies including myelofibrosis and acute myeloid leukemia • Projected impact: cost replacement of existing therapies 6 Biologics, 7Onco 360, 9US Bioservices © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 16
Recent Non-Specialty Drug Approvals Pipeline Report November 2021 Drug Name Manufacturer(s) Indication(s) FDA Approval Date Comments Cost (WAC) DERMATOLOGY • Approved for the topical short-term and non-continuous chronic treatment of mild to moderate AD in non- immunocompromised patients ≥ 12 years of age whose disease is not adequately controlled with topical Opzelura prescription therapies or when those therapies are not $1,950/60 gm ruxolitinib Incyte Atopic dermatitis (AD) 9/21/2021 advisable tube topical cream • Approved with a black box warning re: serious infections, mortality, malignancy, MACE, and thrombosis (same warnings that occur on the labels of oral JAK inhibitors, even though Opzelura is a topical JAK inhibitor product) NEUROLOGY • FDA approved for the preventive treatment of episodic migraine in adults Qulipta atogepant AbbVie Episodic migraines 9/28/2021 • Will compete with Nurtec ODT as the second oral calcitonin $12,000/year oral tablet gene-related peptide (CGRP) receptor antagonist, as well as with the injectable CGRP antagonists (Aimovig, Ajovy, Emgality, Vyepti) in the migraine prophylaxis space OPHTHALMOLOGY • Administered as a preservative-free, aqueous nasal spray, Tyrvaya while all other available agents for this indication are Oyster Point Pharma, ophthalmic drops $296/4.2 mL varenicline Dry eye disease 10/15/2021 Inc. bottle nasal spray • Will comepte with Cequa, Restasis, and Xiidra in this indication • Once-daily eye drop • Presbyopia is a progressive condition that reduces the eye's Vuity ability to focus on near objects and usually impacts people after age 40 $74/2.5 mL pilocarpine AbbVie Presbyopia 10/28/2021 bottle ophthalmic solution • U.S. prevalence is > 115 million people • Currently eyeglasses and contact lenses are used for treatment © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 17
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date CARDIOVASCULAR DISEASE • Proposed for use in secondary prevention patients with ASCVD Atherosclerotic • Dosed by subcutaneous injection administered cardiovascular Leqvio in the doctor’s office as a single dose every six disease (ASCVD) PCSK9 synthesis inclisiran Alnylam; Novartis months after an initial two doses given three $6,000/year 1/1/2022 and familial inhibitor intravenous infusion months apart hypercholesterolemia (FH) • Would compete with Repatha and Praluent for patients who are already on maximized statin therapy COAGULATION DISORDERS • On August 19, 2020, BioMarin received a Complete Response Letter for its BLA for Roctavian* valoctocogene roxaparvovec $2 million/ valoctocogene roxaparvovec BioMarin Hemophilia A Gene therapy • The FDA recommended two years of data from one-time 4Q 2022 intravenous infusion the Company's ongoing Phase 3 trial in order to treatment provide substantial evidence of a durable effect • BLA resubmission is anticipated in 2Q 2022 *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 18
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • For the treatment of adults with severe disease (~40% of the total hemophilia B population) • Current standard of care is factor IX replacement therapy • Recent data from the Phase 3 HOPE-B study showed continued durable, sustained increases in FIX activity at 52 weeks post-infusion with a mean FIX activity of 41.5% of normal • During the 52-week period, a single dose AMT-061* significantly reduced the annualized rate of $1-2 million/ Uniqure; CSL bleeding requiring treatment by 80% etranacogene dezaparvovec Hemophilia B Gene therapy one-time 2H 2022 Behring intravenous infusion • The annualized rate of spontaneous bleeding treatment requiring treatment was also significantly reduced by 85% during the 52-week period • Usage of FIX replacement therapy in all patients declined 96%, with 52 of 54 patients successfully discontinuing their prophylactic infusions • Estimated U.S. prevalence of hemophilia B: ~6,300 people; ~40% have severe disease • Anticipated BLA filing: 1Q 2022 *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 19
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Proposed for the treatment of adults with severe disease (~60% of the total hemophilia A population) • Current standard of care is factor VIII replacement therapy or Hemlibra $1-2 million/ SPK-8011* • In the ongoing Ph I/II trial, factor VIII expression Spark; Roche Hemophilia A Gene therapy one-time 2023 intravenous infusion was sustained in 16 of 18 participants with up to treatment four years of follow-up • Across all dose cohorts, there was a 91.2% reduction in annualized bleed rate • There were no deaths and no FVIII inhibitor development in the four years • For the treatment of adults with severe disease (~60% of the total hemophilia A population) • This product is being studied in the Phase 3 AFFINE trial, which has been voluntarily paused SB-525* Sangamo by the manufacturers to address the observation $1-2 million/ giroctocogene fitelparvovec BioSciences, Inc; Hemophilia A Gene therapy that some patients had factor VIII activity of one-time 2023 intravenous infusion Pfizer 150% or more, potentially raising their risk of treatment blood clots. A study protocol amendment is pending. • Current standard of care is factor VIII replacement therapy or Hemlibra DERMATOLOGY • Proposed for the treatment of the cutaneous Filsuvez Keratinocyte manifestations of junctional and dystrophic EB, Epidermolysis bullosa $100,000/ oleogel-S10 Amryt migration which is a rare genetic skin disorder that can 11/30/2021 (EB) year topical ointment promoter cause skin to blister and tear from the slightest friction or trauma *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 20
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Proposed for the treatment of moderate to PF-04965842 severe disease in patients 12 years of age and Janus kinase 1 older abrocitinib Pfizer Atopic dermatitis $45,000/year 4Q 2021 (JAK1) inhibitor oral tablet • FDA has indicated that its decision on abrocitinib is delayed due to an ongoing safety review ENDOCRINOLOGY • Proposed for the treatment of hyperphagia and LV-101 behavioral distress associated with PWS Prader-Willi syndrome $250,000/ carbetocin Levo Therapeutics Oxytocin analog 12/1/2021 (PWS) • Would be the first FDA-approved therapy for year intranasal spray these PWS-related symptoms • Racemic ketoconazole is already used off-label for the treatment of Cushing's syndrome, but Recorlev Strongbridge Cortisol synthesis levoketoconazole is claimed to have improved $250,000/ levoketoconazole Cushing's syndrome 1/1/2022 Biopharma inhibitor efficacy, as it may inhibit hydroxylases more year oral tablet potently and reaches 3-fold higher plasma levels in humans • Proposed for the treatment of polyneuropathy of hATTR amyloidosis in adults ALN-TTRsc02 Transthyretin- TTR-targeting vutrisiran Alnylam mediated (hATTR) RNA interference • Would compete with Onpattro (IV infusions every $400,000/ 4/14/2022 subcutaneous infusion amyloidosis agent three weeks) and Tegsedi (weekly subcutaneous year injections) for the same indication, with quarterly subcutaneous infusions CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 21
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date Cipaglucosidase alfa: recombinant human • Proposed for the treatment of late-onset Pompe acid alpha- disease AT-GAA* glucosidase • Estimated U.S prevalence of Pompe disease: ~1 cipaglucosidase alfa/miglustat Amicus enzyme $500,000/ Pompe disease in 40,000 people 5/29/2022 intravenous infusion plus oral Therapeutics replacement year therapy therapy (ERT) • Lumizyme and Nexviazyme are available FDA approved ERT alternatives (Nexviazyme for late- Miglustat: onset disease). pharmacological chaperone HEMATOLOGY • Proposed for the treatment of patients with pacritinib CTI BioPharma Myelofibrosis Kinase inhibitor intermediate and high-risk myelofibrosis with $175,000/year 11/30/2021 oral therapy Corp low platelet counts of < 50,000/microliter *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 22
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Proposed for the treatment of adults with PKD • The estimated prevalence of PK deficiency with hemolytic anemia is ~3.3-12.2 per million in Western populations; transfusion-dependent patients account for 15-20% of those with PKD • The Phase 3 ACTIVATE-T trial (n=27) in regularly transfused adults demonstrated a statistically AG-348 significant and clinically meaningful reduction Agios Pyruvate kinase Pyruvate kinase in transfusion burden; in the 24-week fixed $250,000/ mitapivat 2/17/2022 Pharmaceuticals deficiency (PKD) stimulator dose period, 37% achieved a ≥ 33% reduction year oral therapy in transfusion burden compared to individual historical transfusion burden, and 22% were transfusion-free • In the Phase 3 ACTIVATE trial in adults who do not receive regular transfusions, 40% of patients randomized to mitapivat achieved a hemoglobin response compared to zero patients who received placebo Hypoxia- inducible • Proposed for use in both dialysis- and non- Vafseo dialysis-dependent CKD factor prolyl vadadustat Akebia/Vifor Anemia of CKD $13,000/year 3/9/2022 hydroxylase • Would compete with erythropoietin stimulating oral tablet inhibitor (HIF- agents (ESAs, e.g., Procrit, Aranesp) PHI) CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 23
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Proposed for the treatment of patients with beta-thalassemia who require regular blood transfusions • Demonstrated ability to dramatically decrease or terminate the need for chronic blood Beti-cel* Transfusion- transfusions $1-2 million/ betibeglogene autotemcel bluebird bio dependent beta- Gene therapy one-time 1H 2022 intravenous infusion thalassemia (TDT) • Twenty-five of 29 patients (86%) in a Phase 3 treatment trial demonstrated transfusion independence (TI) after treatment, with a median ongoing TI duration of 26.3 months (min-max: 13.1 – 39.4) • The BLA was submitted to the FDA in September 2021 INFECTIOUS DISEASE SHP620 Post-transplant Viral DNA • Proposed for the treatment of both solid $150,000/ maribavir Takeda cytomegalovirus synthesis organ transplant and hematopoietic stem cell 11/19/2021 year oral tablet (CMV) infection inhibitor transplant recipients • Proposed for the treatment of multi-drug resistant HIV-1 infection in heavily treatment- GS-6207 Human experienced (HTE) patients in combination with HIV-1 capsid other antiretroviral agents $120,000/ lenacapavir Gilead immunodeficiency 2/28/2022 inhibitor year subcutaneous injection virus (HIV)-1 • Would be the only HIV-1 treatment option administered every six months • Trogarzo has the same indication *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 24
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date MUSCULOSKELETAL CONDITIONS • One-time treatment • Three serious adverse effects were identified in the Phase 3 CIFFREO trial, muscle weakness including two cases of myocarditis, attributed to the gene therapy PF-06939926* $1-2 million/ Duchenne muscular • The study protocol is being amended to exclude fordadistrogene movaparvovec Pfizer Gene therapy one-time 2023 dystrophy (DMD) patients with any mutation (exon deletion, intravenous infusion treatment exon duplication, insertion, or point mutation) affecting exons 9-13, inclusive, or a deletion that affects both exon 29 and exon 30; these mutations are estimated to represent ~15% of patients with DMD • Would compete with SRP-9001 gene therapy for GALGT2* those with mutations between exons 18 and 58 $1-2 million/ Sarepta AAVrh74.MHCK.GALGT2 DMD Gene therapy • SRP-9001 is further along in the pipeline one-time 2023 Therapeutics intra-arterial injection process, but comparative safety and efficacy are treatment undetermined *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 25
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Targets exons 18-58 (~60-75% of DMD patients have mutations in these exons) • In October 2021 the global pivotal Phase 3 EMBARK trial was initiated • Results from Study SRP-9001-101 (n=4, ages 4-7) found that participants improved 8.6 points on the North Star Ambulatory Assessment (NSAA) compared to a matched natural history cohort three years following a single administration of SRP-9001 (p
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date NEPHROLOGY • Proposed for the treatment of CKD caused by Alport syndrome RTA 402 • Estimated prevalence of Alport syndrome: Reata CKD in Alport $150,000/ bardoxolone methyl Nrf2 activator ~10,000-60,000 people 2/25/2022 Pharmaceuticals syndrome year oral capsule • Alport syndrome is estimated to account for 3% of children with CKD and 0.2% of adults with end-stage renal disease in the U.S. NEUROLOGY • Would compete with several other available ARGX-113 Generalized therapies currently in use for gMG, such $400,000/ efgartigimod argenx myasthenia gravis Anti-IgG antibody as cholineserase inhibitors, steroids, 12/17/2021 year intravenous infusion (gMG) immunosuppressants, plasmapheresis, IVIG, Rituxan and Soliris • CDD is a serious and rare genetic disorder that predominantly affects girls and is characterized by early-onset, difficult-to-control seizures and severe neuro‑developmental impairment Seizures associated Positive allosteric • Most children affected by CDKL5 cannot walk, ganaxolone Marinus talk, or care for themselves $150,000/ with CDKL5 deficiency modulator of 3/20/2022 oral therapy Pharmaceuticals year disorder (CDD) GABA-A • Many also suffer from scoliosis, visual impairment, gastrointestinal difficulties, and sleeping disorders • Currently, there are no approved therapies for CDD CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 27
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • There are no approved therapies for the treatment of AADC deficiency, which is an ultra- rare enzyme deficiency disorder • Estimated prevalence: ~5,000 patients worldwide, with a live-birth incidence of approximately 1 in 40,000 worldwide • Five-year follow-up results from a clinical trial show that motor function improvements after PTC-AADC therapy were sustained, demonstrating that the treatment effect is durable • Across three clinical trials, improvements in motor development were recorded in all PTC-AADC* Aromatic L-amino children from as early as three months $1-2 million/ eladocagene exuparvovec PTC Therapeutics acid decarboxylase Gene therapy one-time 2022 intraputamenal injection (AADC) deficiency • Cognitive and language skills were also treatment reported to improve significantly from baseline, as measured by Bayley-III scores, with children able to understand their caregivers and express themselves • The rate of respiratory infection declined from an average of 2.4 episodes per year at 12 months to 0.6 episodes per year at two years and 0.3 episodes per year at five years • Almost all treated children went from a baseline weight below the third percentile to making age-appropriate weight gains by 12 months following treatment • Planned BLA submission in 1Q 2022 *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 28
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Currently, the only therapeutic option for patients with cALD is allogeneic hematopoietic stem cell transplant (HSCT); beneficial effect has been reported if performed early in the course of cALD progression • On 8/9/2021, bluebird bio announced that one patient in the ALD-104 clinical trial had developed myelodysplastic syndrome, and that it was likely related to Lenti-D therapy; the Lenti-D* Cerebral ALD-104 trial has been placed on clinical hold $1-2 million/ elivaldogene autotemcel bluebird bio drenoleukodystrophy Gene therapy pending further investigation into this case one-time 2H 2022 intravenous infusion (cALD) treatment • In the U.S., newborn screening for ALD has been added to the Recommended Universal Screening Panel and is currently active in 20 states, accounting for ~60% of U.S. newborns • The worldwide incidence of ALD is ~1 in 5,000 to 1 in 17,000 newborns (both male and female), and ~1 in 20,000 to 1 in 30,000 newborn males; cALD develops in approximately 40% of affected boys and in a smaller number of adult men ONCOLOGY • Proposed for the treatment of relapsed/ refractory disease after at least three prior lines JNJ-68284528 of therapy $450,000/ Anti-BCMA ciltacabtagene autoleucel Janssen Multiple myeloma • Demonstrated a 97% overall response rate and one-time 2/28/2022 CAR-T therapy intravenous infusion 67% achieved a stringent complete response at treatment a median follow-up of 12.4 months in the Phase I/ II CARTITUDE-1 trial *Expected to cost > $500,000 per member. CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 29
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • New indication for an existing CAR-T cell therapy • Proposed for the treatment of adults with relapsed or refractory FL after two prior lines of treatment • In the pivotal Phase II ELARA trial, 66% achieved Kymriah a complete response and the overall response $475,000/ Follicular lymphoma tisagenlecleucel Novartis CAR-T therapy rate was 86% in heavily pretreated patients; no one-time 2/27/2022 (FL) intravenous infusion patients experienced grade 3 or higher cytokine treatment release syndrome related to Kymriah within the first eight weeks following infusion • Yescarta is another CAR T-cell therapy that is FDA-approved as 3rd-line treatment for relapsed or refractory FL Immunoglobulin Tyvyt • Proposed for use in combination with Non-small cell lung G4 (IgG4) sintilimab Eli Lilly pemetrexed and platinum chemotherapy for $175,000/year 3/18/2022 cancer (NSCLC) monoclonal intravenous infusion first-line treatment of nonsquamous NSCLC antibody • Proposed for use in combination with umbralisib Chronic lymphocytic (Ukoniq) TG-1101 Anti-CD20 leukemia (CLL) and $125,000/ ublituximab TG Therapeutics monoclonal • It is estimated that there are approximately 3/25/2022 small lymphocytic year intravenous infusion antibody 20,000 new cases of CLL diagnosed each year in leukemia (SLL) the United States HMPL-012 • Proposed for the treatment of advanced and Hutchison China Neuroendocrine Tyrosine kinase $200,000/ surufatinib progressive pancreatic and extra-pancreatic NETs 4/30/2022 MediTech Limited tumors (NETs) inhibitor year oral therapy in patients who are not amenable for surgery • Proposed for use in combination with nivolumab BMS-986016 Bristol Myers LAG-3-blocking (Opdivo) for the treatment of adult and pediatric relatlimab Melanoma $175,000/year 3/19/2022 Squibb antibody patients (≥ 12 years of age and weighing ≥ 40 kg) intravenous infusion with unresectable or metastatic melanoma CONTINUED © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 30
Upcoming Specialty Products Pipeline Report November 2021 Anticipated Mechanism(s) Anticipated Drug Name Manufacturer(s) Indication(s) Comments Approval of Action Cost Date • Proposed for use in the post androgen receptor pathway inhibition, post taxane-based chemotherapy setting Metastatic castration- Targeted • In the pivotal, Phase III VISION study 177Lu- Lu-PSMA-617 177 $150,000/ Novartis resistant prostate radioligand PSMA-617 plus standard of care significantly 1H 2022 intravenous infusion year cancer (mCRPC) therapy improved overall survival and radiographic progression-free survival for men with progressive PSMA-positive mCRPC compared to standard of care alone Humanized • Proposed for the treatment of patients with BGB-A317 IgG4 anti-PD-1 unresectable recurrent locally advanced or tislelizumab BeiGene/Novartis Esophageal carcinoma $175,000/year 7/12/2022 monoclonal metastatic esophageal squamous cell carcinoma intravenous infusion antibody after prior systemic therapy RESPIRATORY • Proposed for the treatment of severe uncontrolled asthma in adults and adolescents Anti-thymic • Would compete with Dupixent, Cinqair, Nucala, stromal Fasenra; AMG157 AstraZeneca; lymphopoietin • All of these, however, except Dupixent, are tezepelumab Asthma $42,000/year 1/7/2022 Amgen (TSLP) only approved for the eosinophilic subtype subcutaneous injection monoclonal • Dupixent is also approved for those who are antibody oral corticosteroid-dependent • Non-eosinophilic disease accounts for around half of severe asthma cases © 2021 Envolve. All rights reserved. | Data is current as of 11/19/2021 Page 31
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